Blog
Gold Miners Have A Happy 2016
In more ways than one, 2016 was a roller coaster year. One need only look at gold’s performance to confirm this. After rallying more than 30 percent in the first half, the precious metal stalled....
2016 Hedge Fund Letters
2016 Hedge Fund Letters page is now up!
Q4 and H2 2016 letters and also some hedge fund conferences.
The links are not an endorsement whatsoever nor does any omission mean anything, besides....
2016 Year In Review: Most Popular Articles On Private Equity And Venture Capital
Today begins PitchBook’s “2016 Year in Review” coverage—keep on the lookout for much more year-end content as we count down to 2017. First off, our most read and shared articles of the past....
2017 Stock Market Sentiment: Are Women “Killing It?”
A nationwide survey of 1000 people was recently conducted to get a feel for how Americans perceive the stock market in 2017. Americans were asked to select the best statement that describes....
Greece’s Debt Problem Has Reached a Dangerous Point
BY ALLISON FEDIRKA
Before the Italian banking crisis and referendum, before Brexit… there was Greece. Greece’s debt crisis was really the first public crack in the European Union’s armor and....
David Collum’s – 2016 Year In Review A Clockwork Orange
Every year, friend-of-the-site David Collum writes a detailed “Year in Review” synopsis full of keen perspective and plenty of wit. This year’s is no exception. As with past years, he has....
Infrastructure spending combined with proposed tax cuts means a fresh round of hell for budget deficits and America’s debt
Well, now that that’s over with, where to next?
Truthfully, I’m disappointed the Fed raised interest rates last week. I expected as much, though, as I wrote in a previous dispatch, I saw....
Paul Krugman’s Latest Conspiracy: Trump Is A Gold Bug
Via Mises.Org
Paul Krugman’s decay from Nobel Prize winning economist to partisan hack has only escalated since taking control of his Twitter account (it was previously used to simply link to....
The Fed – From Glass-Steagall To The Fed Dominating The UST Market In 11 Years
Longboard Funds: The Path Of Least Resistance – Even Donald Trump probably can’t buck the economic status quo
2016 proved the impossible was not only possible, it was global.
Negative....
The Threat Of A Chinese Financial Crisis Is Growing
The Threat Of A Chinese Financial Crisis Is Growing –
At the beginning of 2016, markets around the world started to slide on speculation that China was rapidly heading towards a financial....
AMD Stock Price Target Boosted For New Zen MPU
AMD stock has been on a tear all year long, rocketing upward by more than 280% this year, and more and more analysts are caving to the pressure from the markets and upgrading it… assuming that....
China’s Policy Tightening Won’t Impact Growth Beyond Short Term: Goldman Sachs
The recent policy tightening initiatives from China’s officials through the reining in of housing prices, will impact the country’s growth only for the short term, as policymakers prepare to....
BofA: Small Caps Stand To Benefit More Under Trump
Small caps have routinely outperformed large caps since 1926 – delivering 11.4% annual returns versus 9.5% for the larger stocks. They win handily on a number of other criteria too. Yet they are....
Gold At 10 Month Low Even As Yields Soar; Market Begging On Dodd-Frank Rollback
Risk is one of my all-time favorite board games. It’s among the very few that’s equal parts strategy and luck, and the stakes can’t get much higher than total world domination. It wasn’t uncommon....
Trump And Small-Caps: A Perfect Match?
Some of Donald Trump’s plans for the US economy may provide a big boost for small stocks. We think there are five compelling reasons for investors to take a closer look at this segment of the....
China Credit Stimulus Pushing Steel Demand Until 1st Half 2017
China has been an economy that has faced significant headwinds, with multiple predictions of doom and gloom failing to materialize. The notion that China was causation for commodity deflation was....
How Central Banks Move Interest Rates – And Why Investors Should Care
The decisions made by Central Banks impact almost every facet of your life – from the economic growth within the country you work to the rate of interest you pay on student loans, credit cards and....
Consumer Confidence Highest Since Before Great Recession
FORECASTS & TRENDS E-LETTER
by Gary D. Halbert
December 13, 2016
Consumer Confidence Soars to Highest Since 2008
My Theory on Why Consumer Confidence is Rising Rapidly
Optimism....
Trump And Brexit – Where Is The U.S. Economy Headed?
Football (American football to clarify for my international readers) is my favorite sport. Every season there are several games that come down to a last second field goal. Take a hypothetical game....
Hugh Hendry: Europe Refused Financial “Chemotherapy” And Is Now In Fatal Condition
Hugh Hendry’s Eclectica hedge fund latest letter to investors for December – some interesting commentary and while more bullish on America he is worried about China and Europe. See more below....
What is Your Edge?
A couple months ago I read an investment write-up on a large-cap stock that is one of the most widely followed and largest companies in the S&P 500. There was a comment that basically asked....
Apple Stock Has Been Underperforming The S&P 500 But Is A Rally Coming?
Apple stock has trailed the S&P 500 this year so far as investors have been concerned about weak iPhone sales. Most analysts continue to see its weakness as being unjustified, as their....
Mnuchin and Bove Tell FBN that the Fed Should End Fannie, Freddie Conservatorship ASAP
From Tim Pagliara of Investors Unite “Treasury Secretary Nominee Steven Mnuchin and Rafferty Capital’s Dick Bove Tell Fox Business News that the Fed Should End Fannie, Freddie Conservatorship....
BlackBerry Ltd Stock: Bears Will Be Bears, Bulls Will Be Bulls
When it comes to BlackBerry stock, there is very little middle ground. Analysts are expecting either a bright future in which the sky’s the limit or a future where BlackBerry is non-existent. The....
Wal-Mart vs. Amazon: Is India The Next Battleground?
Amazon is on overdrive in India. Earlier this year, the world’s largest online retailer became the second-largest online marketplace in the country by shipments and gross merchandise value.....